New Jersey · 2 advisers
Financial Advisors in Plainsboro, New Jersey
Looking for a financial advisor in Plainsboro, New Jersey? Falists indexes 2 SEC-registered and state-registered investment advisers in Plainsboro — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 1 firms list a website you can visit directly. Firms in this directory manage up to $425.7M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
1
Largest AUM
$425.7M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Plainsboro
Ranked by AUM · Fees, team & specialties at a glance
OMNI 360 WEALTH, INC.
Plainsboro, NJ
AUM
$425.7M
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
609-452-0889
EVERGREEN CAPITAL ASSOCIATES LLC
Plainsboro, NJ
AUM
$243.6M
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
609-936-8046
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Common questions
- How many financial advisors are in Plainsboro, New Jersey?
- 2 registered investment advisers are listed in our Plainsboro directory, sourced from public SEC filings.
- What types of advisors are in Plainsboro?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Plainsboro?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.